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Jan 9, 2013 4:30pm PST
happen. in other words, don' be so short-term in your orientation. step back. when we have a selling stall because washington is messing it up, , quote, unquote, step in and buy stocks. i think people are generally under weight in equity. cash is zero, treasuries are two, and cash will give us mid-high single digits. >> the new year is often time a good time to pull out that portfolio and take stock of your financial health. ren ramirez takes a look at whether some age old rules around asset allocation still hold true for today's portfolios. >> why did we invest so much? >> lord gratham, it was you who insisted we should. if you remember, we advised against it. >> reporter: it may have been a scene out of downton abbey, but for some investors, putting all their eggs in one basket is not uncommon. >> we definitely find that clients need some sort of event to look at their portfolios. whether that's the arrival of a new child, getting married, leaving their job getting closer to retirement or being of retirement age and so the new year is actually a fantastic time of year to tune up on
Search Results 0 to 0 of about 1